Reduce time spent on the billing process and decrease billing errors.

Produce client-compliant prebills

Reduce billing errors and accelerate your collection cycle

Speed up your firm’s billing process, reduce invoicing errors, and provide OCG- and client-compliant bills the first time. With integrated client and firm compliance guidelines, clear visibility into workflows, and tracked edits, your firm can get accurate bills out the door to your clients faster than ever.

Integrated client requirements promote timely, accurate invoices

Accelerate your billing process

Reduce billing disputes

Provide clients with the accurate, transparent bills they expect.

Accelerate review

Notify and track the prebill progress through the workflow.

Ensure accuracy

Review and adhere to client guidelines during the prebill process.

Increased output and decreased errors

It’s shaved hours off the billing process. We’ve seen a 15% improvement on days of unbilled fees, which is a metric we often use to find out the efficiency of our billing process.

Daniel Watson

Simplify the billing process and improve revenue recognition with compliant prebilling

Integrated compliance

Produce client-approved proformas via integration with Intapp Terms, which displays client billing and payment terms.

Complete visibility

Know when a proforma has been generated, view unreleased time from Intapp Time, check who has made changes, and see where the proforma sits in the workflow.

Flexible workflows

Review, recall, and reassign work to move aging proformas along.

Robust metrics

Increase oversight of suggested bill changes and identify bottlenecks in the workload with audit trails and dashboards.

Frequently asked questions about Intapp Billstream

Clients expect accurate, transparent, on-time invoices — and they only want to work with firms who can prove they took the time and effort to ensure invoices align to their agreed-to requirements. Intapp Billstream helps your firm meet that client need — and accelerate revenue realization — by increasing the speed to billing and collection.

Intapp Billstream offers a collaborative process between client-facing and finance teams. It reduces the back-and-forth phone calls, emails, and rewrites of proformas when changes are made to hours, rates, and narratives. Professionals can log in to check the proforma status, their actionable items, and changes made, ensuring full visibility and review before approval.

Yes, Intapp Billstream includes many customizable elements, including workstream and reporting. Our team will work with you to determine how Billstream can best work for your firm.

Schedule a demo

Speak with a legal industry expert

Fill out the form and someone will be in touch to provide a demo.

Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

cloud infrastructure icon

Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

Learn more about our cloud infrastructure
cloud infrastructure icon

Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

Learn more about our data architecture
cloud infrastructure icon

Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy